AC
DFAC icon

Applied Capital’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Applied Capital’s Portfolio DFAC Stock Details DFAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$62.3M Buy
1,403,337
+21,260
+2% +$910K 20.05% 1
2026
Q1 		$53.7M Buy
1,382,077
+30,572
+2% +$1.23M 20.05% 1
2025
Q4 		$53.5M Buy
1,351,505
+25,063
+2% +$978K 20.59% 1
2025
Q3 		$51.2M Buy
1,326,442
+9,013
+0.7% +$336K 20.61% 1
2025
Q2 		$47.2M Buy
1,317,429
+58,851
+5% +$1.96M 20.77% 1
2025
Q1 		$41.5M Buy
1,258,578
+29,065
+2% +$1.01M 20.37% 1
2024
Q4 		$42.5M Buy
1,229,513
+8,888
+0.7% +$313K 21.84% 1
2024
Q3 		$41.9M Buy
1,220,625
+49,867
+4% +$1.65M 21.52% 1
2024
Q2 		$37.7M Buy
1,170,758
+16,400
+1% +$517K 21.65% 1
2024
Q1 		$36.9M Buy
1,154,358
+40,020
+4% +$1.21M 21.89% 1
2023
Q4 		$32.6M Buy
1,114,338
+3,282
+0.3% +$88.8K 18.21% 1
2023
Q3 		$29.1M Buy
1,111,056
+28,537
+3% +$779K 17.85% 1
2023
Q2 		$29.4M Buy
1,082,519
+29,445
+3% +$759K 18.23% 1
2023
Q1 		$26.8M Buy
1,053,074
+42,133
+4% +$1.07M 17.9% 1
2022
Q4 		$24.5M Buy
1,010,941
+51,576
+5% +$1.25M 17.82% 1
2022
Q3 		$21.3M Buy
959,365
+44,016
+5% +$1.08M 14.67% 1
2022
Q2 		$21.3M Buy
915,349
+96,074
+12% +$2.43M 14.59% 1
2022
Q1 		$22.6M Buy
+819,275
New +$22.4M 14.45% 1

Other funds holding DFAC

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
GA
Greenspring Advisors Towson, Maryland $1.8B AUM 22.29% 1-Year Est. Return
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

Applied Capital's DFAC Position: Q2 2026 in Review

Applied Capital increased its Dimensional US Core Equity 2 ETF (DFAC) stake by 1.5% in Q2 2026, buying an estimated $910K and bringing the position to 1,403,337 shares worth $62.3M. The position accounts for 20.05% of the portfolio, ranked #1.

Applied Capital first reported a position in DFAC in Q1 2022 and has held it in 18 quarters since. 1,219 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

  • Applied Capital held 1,403,337 shares of Dimensional US Core Equity 2 ETF worth $62.3M as of Q2 2026.
  • Applied Capital bought 21,260 Dimensional US Core Equity 2 ETF shares in Q2 2026, an estimated $910K.
  • Dimensional US Core Equity 2 ETF made up 20.05% of Applied Capital's portfolio in Q2 2026, its #1 holding.
  • Applied Capital first reported a position in Dimensional US Core Equity 2 ETF in Q1 2022 and has held it in 18 quarters since.
  • 1,219 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2026.

Based on Applied Capital's 13F filing for Q2 2026, filed 21 Jul 2026.